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Filers›Family Office›Brown Financial Advisors
DOSSIER · 13F-HR · Q1 2026

Brown Financial Advisors

Brown Financial's family office based in San Francisco, CA — $264M in tracked AUM across 209 positions as of Q1 2026.

BF
Brown Financial·San Francisco, CA·Family Office
CIK 0002035548 · last filed Mar 31, 2026
Total AUM
$264M
▲ 4.4%
vs prior
Holdings
209
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Brown Financial Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$16M208K6.0%
02
DMBS
DOUBLELINE ETF TRUST
$10M204K3.8%
03
AMZN
AMAZON COM INC
$6M30K2.4%
04
AVDE
AMERICAN CENTY ETF TR
$6M73K2.3%
05
NVDA
NVIDIA CORPORATION
$6M35K2.3%
06
MSFT
MICROSOFT CORP
$6M16K2.2%
07
GOOG
ALPHABET INC
$5M19K2.0%
08
AAPL
APPLE INC
$5M20K2.0%
09
SPDW
SPDR INDEX SHS FDS
$5M111K1.9%
10
XFIV
BONDBLOXX ETF TRUST
$5M100K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Brown
haiku-4-5 · 209 positions indexed
Sector mix
  • Financials17%
  • Health Care8%
  • Cons. Disc.43%
  • Industrials25%
  • Energy6%
  • Other1%
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